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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,320 | $156,398-23.1% | $147,318-18.3% | $138,895-13.4% |
| Participation rate | 71.4% | 83.8%-12.3pp | 82.1%-10.6pp | 79.9%-8.5pp |
| Annual return | 14.76% | 78.75%-64.0pp | 70.43%-55.7pp | 145.39%-130.6pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $14,194 | $8,237+72.3% | $7,906+79.5% | $6,396+121.9% |
| Admin fee / account holder | $2,810 | $14,976-81.2% | $13,708-79.5% | $12,562-77.6% |